Additions & Updates at myStockOptions.com: 3rd Quarter 2022
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Below is a selection of recently added and updated content at myStockOptions.com.
You can also keep up with us at the myStockOptions.com Blog and on Twitter. |
ARTICLES, FAQs, VIDEOS
Our core content sections, organized by topic
LEARNING CENTER
Our new course on pre-IPO equity comp joins our popular self-study courses and exams for CFP, CEP, and CPWA/CIMA continuing education credits
WEBINAR CHANNEL
Upcoming webinars and past webinars available on demand at the myStockOptions Webinar Channel. Each on-demand webinar (100 mins) offers 2.0 CE credits for CFP, CPWA/CIMA, CEP, EA (live webinars only), and CPE (live webinars only)
PODCASTS
Brief, lively audio recordings on important topics in equity compensation, available at myStockOptions.com, Apple App Store, and Google Play Music
GLOSSARY
Recent additions include inflight awards and reserved share program
GLOBAL TAX GUIDE
Important updates in Australia, Ireland, and the United Kingdom
ASK THE EXPERTS
Selected questions from Premium Members of myStockOptions.com
NONQUALIFIED DEFERRED COMPENSATION
The latest additions and updates at our sibling website myNQDC.com.
myStockOptions Webinars
See the myStockOptions Webinar Channel for upcoming webinars and past webinars on demand. Each webinar (100 mins) offers 2.0 CE credits for CFP, CPWA/CIMA, CEP, EA (live webinars only), and CPE (live webinars only):
Restricted Stock & RSU Financial Planning: Advanced Bootcamp. Insights from a panel of three leading financial advisors, including case studies, to provide practical expertise for restricted stock/RSUs in public and private companies.
"Strong technical knowledge, great personalities kept me engaged, and the ability to relate to client cases gave me actionable advice I needed."
Stock Option Exercise Strategies: Advanced Bootcamp. It is crucial to have a plan for stock option exercises. This webinar features compelling strategies from a panel of three experts in financial and tax planning for option exercises.
Stock Compensation Bootcamp For Financial Advisors. Whether you are new to stock comp or want to sharpen your knowledge, our bootcamp webinar provides practical information and insights to maximize success.
Negotiating Equity Compensation: How Advisors Can Help Clients: Learn the best ways to evaluate and negotiate equity compensation in job offers and how to protect it at job termination.
Strategies For Concentrated Positions In Company Stock. Wealth is won and lost through the management of concentrated company stock positions. In this webinar, experts at managing concentrated stock wealth explain strategies and solutions.
10b5-1 Trading Plans And Other SEC Rules Advisors Need To Know. Learn the fundamentals, best practices, and most effective designs for Rule 10b5-1 trading plans. This webinar features top legal and financial experts presenting practical guidance and real-world case studies for financial advisors.
Stock Comp Financial Planning For Private Company Employees: From Startup To IPO Or Acquisition. Equity comp in private companies is different. Learn the related financial and tax planning with three leading financial advisors, including real-world case studies.
Preventing Tax-Return Errors With Stock Comp And Stock Sales: Understand the rules of tax-return reporting for stock options, restricted stock/RSUs, ESPPs, and sales of company shares. Learn how to avoid the common mistakes that can lead to overpaying taxes or unwanted IRS attention.
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ARTICLES, FAQs, AND VIDEOS |
Video included! Do you have a brief overview of the tax treatment for stock options, restricted stock, RSUs, and ESPPs?
What are capital gain and capital loss? What are the tax rates on capital gains?
What happens with taxes on stock options if I live, work, or work remotely in different states during the period between grant and exercise?
What happens with taxes on restricted stock or RSUs if I live, work, or work remotely in different states during the period between grant and vesting?
What should I do if I forgot to report the ISO exercise/hold on my tax return but now realize I may owe AMT?
When my restricted stock or RSUs vest, will I need to make estimated tax payments?
After I exercise NQSOs, will I need to make estimated tax payments?
If I exercise ISOs and hold the stock (triggering AMT for the spread) or sell the stock in a disqualifying disposition, will I need to make estimated tax payments?
If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?
If I purchase shares in my company's ESPP or sell the stock in a disqualifying disposition, will I need to make estimated tax payments?
Has the likelihood of a tax audit increased for people with equity compensation?
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NEW! 6 Pro Tips For Navigating Volatility With RSUs And Stock Options
How is fair market value (FMV) determined for setting my exercise price? What are common company practices?
Are there different types of time-based vesting schedules? Which are most common?
How did mandatory stock option expensing affect my stock grants?
What do surveys and examples reveal about changes in the types of stock compensation grants companies use?
How have the stock-market volatility and economic fluctuations of recent years changed stock grant practices?
How many people have or are eligible for stock options, restricted stock/RSUs, or ESPPs?
What is a typical vesting schedule? Do you have any data on vesting schedules and their design?
Why do companies grant stock options, restricted stock, and other equity awards? Do surveys show that employees really value them?
How is my stock option's exercise price set?
What do surveys report about equity compensation granted by multinational companies to employees outside the United States?
What should I do if I feel that I have been granted too few options and/or RSUs?
What guidelines do employers use to determine how many stock options or restricted shares to grant?
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7 Year-End 2022 Strategies For Restricted Stock, RSUs, And Performance Shares
What are some key planning strategies at year-end 2022 for restricted stock, RSUs, and stock options?
Any data on vesting schedules for restricted stock and RSUs?
Can my company require me to retain a certain amount of company stock from a stock option exercise or a restricted stock grant?
Do I get dividends with performance share awards? How are they taxed?
What would happen to my performance share grant if I were to lose my job, retire, become disabled, or die
Do I get dividends with restricted stock units? How are they taxed?
With restricted stock units and performance shares, can I defer the delivery of the shares at vesting? How is this taxed?
Can my option grant have premium exercise prices or vesting that is based on performance or stock-price targets? Are there examples of this?
What types of company goals are most commonly set for performance shares and units? What do surveys show about the metrics, periods, and other grant features that companies use?
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2022 Year-End Strategies For Employee Stock Purchase Plans
What are the benefits of participating in an employee stock purchase plan?
How does the tax-qualified Section 423 ESPP work?
What makes a Section 423 ESPP a good deal?
What documents should I read before deciding to participate in my company's ESPP? What is my company required to show me?
How does a stock split affect brokerage accounts of ESPP participants?
How will a stock split affect my ESPP and the shares I purchased just before the split?
When did ESPP expensing become mandatory, and how have ESPPs changed since then?
Can my ESPP go underwater or be affected in other ways by falling or volatile stock prices?
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What are some key planning strategies at year-end 2022 for restricted stock, RSUs, and stock options?
I'm about to exercise my NQSOs and will realize a lot of ordinary income. Any way to reduce the tax impact?
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Stockbrokers' Secrets: Year-End Planning For ISOs
What tax treatment applies after ISOs are converted to NQSOs?
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If I exercise stock appreciation rights (SARs), will I need to make estimated tax payments?
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NEW! 6 Pro Tips For Navigating Volatility With RSUs And Stock Options
12 Ideas For 2022 Year-End Planning With Stock Compensation (Parts 1 and 2)
Year-End Planning: 5 Items For Your Stock Comp Checklist
7 Year-End 2022 Strategies For Restricted Stock, RSUs, And Performance Shares
Stockbrokers' Secrets: Year-End Planning For NQSOs, Restricted Stock, And RSUs
Stockbrokers' Secrets: Year-End Planning For ISOs
2022 Year-End Strategies For Employee Stock Purchase Plans
What should be on my year-end 2022 checklist of items to know and consider about my stock compensation?
What are some key planning strategies at year-end 2022 for restricted stock, RSUs, and stock options?
For NQSOs or SARs exercised on the last business day of 2022, or for restricted stock that vests on that day, is the income taxable in 2022 or 2023?
How do the 2018 tax reforms continue to affect year-end planning?
Can my company require me to retain a certain amount of company stock from a stock option exercise or a restricted stock grant?
Advisors, Have You Heard About MSO Pro?Tools to track and model grants for multiple clients, and proactive communications to build relationships. Selected by CPA Wealth Provider Magazine as one of the best new financial-planning products. Click here for more information.
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WEBINAR! Negotiating Equity Compensation: How Advisors Can Help Clients
Are stock option and restricted stock grants negotiable? What terms are negotiable at hire?
What are the most common periods after termination during which stock options can be exercised? Does the reason (e.g. disability, retirement) matter?
According to surveys, how are unvested stock options most commonly treated upon various types of termination?
If I leave my company to retire, will I have a longer period to exercise my vested options than I would if I left to take another job?
How much time do I have for exercising vested stock options after my employment ends?
What would happen to my performance share grant if I were to lose my job, retire, become disabled, or die?
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What happens to my stock options if I become permanently disabled?
What would happen to my unvested restricted stock or RSUs if I were to die or become disabled before the vesting date?
What are common periods that stock plans allow for exercising stock options upon death?
Would my death automatically accelerate the vesting of my stock grants?
What would happen to my performance share grant if I were to lose my job, retire, become disabled, or die?
How is restricted stock handled in divorce? Who pays taxes when restricted stock or vested company shares are transferred in a divorce settlement?
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WEBINAR! 10b5-1 Trading Plans & Other SEC Rules Advisors Need To Know
NEW! How 10b5-1 Plans Can Help You Build Wealth And Avoid Insider Trading With Your Company Stock
NEW! Has the SEC proposed new requirements for 10b5-1 plans? Are these plans controversial?
What are best practices for Rule 10b5-1 trading plans?
Can the SEC, the Treasury, or my company take away stock option gains, restricted stock, and performance shares after accounting fraud has occurred?
How does a clawback work to take away gains from my equity compensation?
How and when is Form 144 filed? Can I amend my form after I have filed it?
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Can an acquisition of my company accelerate the vesting of my stock options?
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NEW! 5 Exercise Strategies For Startup Company Stock Options
NEW! Financing Stock Option Exercises In A Private Company
How do pre-IPO and other private companies determine exercise prices?
After the IPO, are there any restrictions on how soon I can sell shares of my company's stock?
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NEW! Self-Study Course & Exam: Private and Pre-IPO Company Stock Compensation
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NEW! Negotiating Equity Compensation: How Advisors Can Help Clients
NEW! 10b5-1 Trading Plans & Other SEC Rules Advisors Need To Know
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NEW:
Compliance Concerns That Executives Must Understand To Prevent SEC, IRS, And Corporate Problems
Restricted Stock Units After An Acquisition: Know What Could Happen
Our podcasts are available on our website, at iTunes, and at Google Play Music.
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NEW:
front-loaded vesting
GDFV
grant date fair value
inflight award
reserved share program
restricted token
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Try the myStockOptions.com glossary app!
UPDATES:
Australia
Ireland
United Kingdom
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NEW:
My company's recruiter promised me a stock grant at hire, but I was mistakenly left off the list of employees getting equity awards that the board needed to approve. How can my company fix the mistake?
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A sample of the latest major additions and updates at our separate website myNQDC.com, a comprehensive online resource on nonqualified deferred compensation:
UPDATES! What are the 2023 adjustments to the IRS limits for qualified retirement plans that affect nonqualified deferred compensation?
UPDATES! At year-end, when I am deciding on salary deferrals into my nonqualified plan for the year ahead, what should be the top issues in my decision-making?
NEW! What is IRS Form W-4 and how does it apply to withholding from nonqualified deferred compensation?
UPDATES! How do I fit nonqualified deferred compensation into my financial plan?
UPDATES! I plan to move. What if I live in a different state at distribution than the state where I worked? How is the distribution taxed?
UPDATES! Can I put more away with a nonqualified deferred compensation plan than with a 401(k) plan? What are the limits?
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CONTACT AND LICENSING INFORMATION |
TO CONTACT THE EDITORS: editors@mystockoptions.com
TO LICENSE OUR CONTENT: sales@mystockoptions.com
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Global Tax Guide